Global supply chain: Mobile, telecom, computing

Mobile, telecom, computing trends

IN THE NEWS

Wednesday 27 May 2026

Taiwan smartphone shipments fell nearly 4% in April as component costs push prices higher

Taiwan's smartphone shipments declined in April 2026 as the market entered its traditional slow season and rising component prices pressured handset pricing, industry participants...

Wednesday 27 May 2026

Covestro highlights material solutions for AI data centers and embodied intelligence at COMPUTEX 2026

Covestro showcased a portfolio of engineering plastics and thermoplastic polyurethane materials at COMPUTEX 2026 aimed at supporting AI computing, embodied intelligence, and networking...

Wednesday 27 May 2026

Aixtron wins orders from Lumentum for G10-AsP systems to expand InP production

Aixtron has received multiple orders from Lumentum for its G10-AsP MOCVD systems, a move that could boost global production of indium phosphide (InP) lasers and detectors for 800G...

Tuesday 26 May 2026

Darfon Electronics invests in AI cooling systems maker GrAndvance

As demand for high-performance computing continues to rise, thermal management has emerged as one of the most critical constraints on server performance. Liquid cooling systems, once...

Tuesday 26 May 2026

LED maker Ennostar pivots to optical interconnects after high-value shift agin traction

Ennostar Holdings' transformation has begun to show clear results, with chairman Paul Peng saying the company's "3+1" strategy is taking shape, as higher-value applications now account...

Tuesday 26 May 2026

Wonderful Hi-Tech sees rising demand from low-orbit satellites and AI data centers

At its annual shareholders' meeting on May 25, Ringo Chang, chairman of Wonderful Hi-Tech, said the cable and connectivity supplier expects revenue growth to resume in 2026, with profit...

Tuesday 26 May 2026

Kinpo Electronics pushes beyond manufacturing with AI servers, satellite systems, and quantum computing

At its annual shareholders' meeting on Sunday, Taiwanese electronics manufacturer Kinpo Electronics provided new details on its transition toward higher-value ODM businesses, alongside...

Tuesday 26 May 2026

Wiwynn expands US capacity as AI server boom strains power and supply chains

Taiwan-based AI server maker Wiwynn is accelerating its global expansion as surging demand for AI infrastructure creates mounting pressure...

Tuesday 26 May 2026

Huawei eyes AI storage breakthrough with DoB packaging, 245TB SSD roadmap

Huawei has released its Data Storage 2030 white paper, setting out a technology roadmap for the global storage industry over the next five to...

Tuesday 26 May 2026
Taiwan's quantum research enters second phase, eyeing Finland for HPQC collab
Taiwan's state-funded quantum technology research team will enter a second phase running from 2027 to 2031, with a focus on accelerating the transfer of research results to leading...

Tuesday 26 May 2026
Lightmatter joins TSMC on COUPE for 3D optical engines
AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter...

Tuesday 26 May 2026
Advantech deepens partnerships in South Korea to push hybrid edge for manufacturing AI
Advantech has deepened partnerships with Nvidia, AMD, and South Korean startups to push a hybrid edge architecture for manufacturing AI, promising faster on-site inference and continuous...

Tuesday 26 May 2026
Recharge Power to list and partner with J&V to pursue millisecond-response storage for AI data centers
J&V Energy Technology announced the launch of a subsidiary focused on supercomputing. It said its system-level energy storage unit, Recharge Power, will list on the emerging stock...

Tuesday 26 May 2026
TECO completes Malaysia's Dynaciate acquisition to boost data center build capacity
TECO Electric & Machinery announced on the 25th that it signed an agreement to acquire about 78% of Malaysian engineering firm Dynaciate Engineering Sdn. Bhd. for roughly 200 million...

Tuesday 26 May 2026
FSP Group partners at COMPUTEX 2026 for AI power opportunities
As Artificial Intelligence (AI) applications rapidly expand from cloud computing to edge computing, smart manufacturing, networking equipment, and AI PCs, stable and...

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